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LCBDX vs RMFEX
LCBDX vs RMFEX Comparison
Open Charts LCBDX vs RMFEX
ClearBridge Tactical Dividend Income IS
Price$24.11
Change+$0.22 (+0.92%)
VolumeN/A
Net Assets347.36M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
LCBDX vs RMFEX Comparison Chart
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LCBDX vs. RMFEX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LCBDX (347M). LCBDX pays higher dividends than RMFEX: LCBDX (3.58) vs RMFEX (1.58). LCBDX was incepted earlier than RMFEX: LCBDX (12 years) vs RMFEX (23 years). LCBDX (1.07) is less costly to investors than RMFEX (0.62). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LCBDX: RMFEX (250) vs LCBDX (1000000). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. LCBDX (6.91). LCBDX return over 5 years is better than : 77.21 vs. RMFEX (54.01).
| LCBDX | RMFEX | LCBDX / RMFEX | |
| Total Expense Ratio | 1.07 | 0.62 | 173% |
| Annual Report Gross Expense Ratio | 1.07 | 0.62 | 173% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -3.798 | 6.053 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 105B | 0% |
| Annual Yield % from dividends | 3.58 | 1.58 | 227% |
| Returns for 1 year | 6.91 | 9.37 | 74% |
| Returns for 3 years | 28.30 | 18.90 | 150% |
| Returns for 5 years | 77.21 | 54.01 | 143% |
| Returns for 10 years | 79.46 | 77.06 | 103% |
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